Consultants
Our partnerships with consultants are critical to the success of our institutional business. We depend on consultants for insights into the unique solutions that their clients need as well as a source of unique perspectives on the institutional marketplace. Putnam's Institutional Consultant Relations team is dedicated to ensuring that consultants have access to the latest information through one-on-one strategic meetings, electronic communication, and roundtables including:
- Access to Putnam's investment professionals
- Business updates
- New/developing investment strategies
- Strategic research on trends and themes
United States
Bonnie G. Stanfield, CFA
Director, Consultant Relations
Midwest and West Coast
Global Institutional Management
bonnie_stanfield@putnam.com
617-760-2544

F. Peter Ferrelli
Head of Global Institutional Client Service
Director, Consultant Relations
East Coast
peter_ferrelli@putnam.com
617-760-1576

Meghan Loehning Whelan
Consultant Relations Manager
Defined Contribution Investment Only
meghan_whelan@putnam.com
617-760-2138

UK, Europe, Middle East, and Africa
Jon Dawson
Director, Institutional Management
UK and Ireland
jon_dawson@putnam.com
+44 (0) 207 907 8285

Oliver Grimson
Director, Institutional Management
Northern Europe and Middle East
oliver_grimson@putnam.com
+44 (0) 207 907 8240

Peter Schepp
Director, Institutional Management
Continental Europe
peter_schepp@putnam.com
+49 (0) 6102 56059 01

Australia and Asia
Charles A. Wall, Ph.D.
Director, Institutional Management
Australia and Asia
Global Institutional Management
charles_wall@putnam.com
+612 8083 9902
